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ACCE Smart Money

Stocks being accumulated by multiple quality institutional managers across our curated 13F universe. Rebalanced quarterly after 13F filing deadlines (Feb / May / Aug / Nov).

Since Inception
+7.7%
SPY
+4.3%
Alpha vs SPY
+3.4%
Today
-0.3%
Holdings
35
Inception
May 26
Volatility 30d
+12.4%
Volatility 90d
+12.9%
Sharpe 90d
1.57
Max drawdown
-5.1%
Beta vs SPY
0.71
Performance vs SPY
Base value 1,000 at inception · May 14, 2026
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Top contributors
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Ticker
Company
Start Wt
Curr Wt
Entry
Price
Chg Today
Return
SPOT
Spotify Technology S.A. Ordinary Shares
Communication Services
3.1%
24.3%
$436.94
$542.43
-3.2%
+24.1%
ACN
Accenture plc Class A Ordinary Shares (Ireland)
Technology
3.1%
21.5%
$168.82
$186.72
-3.3%
+10.6%
META
Meta Platforms Inc. Class A Common Stock
Communication Services
3.1%
19.5%
$614.23
$616.77
+1.0%
+0.4%
ORCL
Oracle Corporation Common Stock
Technology
3.1%
15.8%
$192.95
$158.78
+3.1%
-17.7%
ADBE
Adobe Inc. Common Stock
Technology
3.0%
18.9%
$265.07
$266.51
-6.7%
+0.5%
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